Best Investors
Account
Sign in
Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-07 |
| VA | RA | APPROVED | 2023-02-02 |
| CO | RA | APPROVED | 2022-01-18 |
| MI | RA | APPROVED | 2021-07-22 |
Branch Locations
3205 Eaglecrest Dr Ne Ste. 204, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Indianapolis | IN | 08/2017 | 06/2019 |
| Alpha Phi Sorority | Indianapolis | IN | 08/2016 | 06/2017 |
| Unemployed | Grand Rapids | MI | 06/2017 | 08/2017 |
| U.S. Bank | Chicago | IL | 09/2019 | 11/2020 |
| U.S. Bancorp Investments, Inc. | Chicago | IL | 09/2019 | 11/2020 |
| Harvest Wealth Advisors | Grand Rapids | MI | 11/2020 | Present |
1.) Harvest Wealth Advisors; 5075 Cascade Road SE 49546; Wealth Management; Advisor; YES Investment Related; Start Date 11/20/2020; Minority interest in company; Approximately 40+ hrs. per month; Salary.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-10 |
Reach out to this advisor